Huawei’s AI chip capabilities still pale in comparison to American silicon — report from U.S. council details that despite fears, Nvidia continues to lead by a wide margin

A new report from the Council on Foreign Relations concludes that Huawei’s AI chip capabilities lag behind Nvidia’s by a wide margin, and that the gap is growing exponentially.

AI surpasses 2024 Bitcoin mining in energy usage, uses more H20 than the bottles of water people drink globally, study claims — says AI demand could hit 23GW and up to 764 billion liters of water in 2025

A study finds that AI has surpassed Bitcoin and the bottled water industry in its use of resources, with other experts saying that the estimate is actually conservative.

North Korean infiltrator caught working in Amazon IT department thanks to lag — 110ms keystroke input raises red flags over true location

A North Korean imposter was uncovered, working as a sysadmin at Amazon U.S., after their keystroke input lag raised suspicions with security specialists at the online retail giant.

Honda to temporarily shut down factories in China and Japan because of chip shortage — disruption caused by fallout from on-going conflict within Nexperia

Honda announced the suspension of operations in five automotive manufacturing plants, citing the lack of legacy chips from Nexperia as the reason behind the move.

China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being detected, prototypes expected in 2028

China has reportedly built and begun testing a secret EUV lithography prototype using ASML-style laser-produced plasma technology. Yet, despite generating 13.5-nm light, the system remains unable to make chips and appears …

New Texas Instruments fab will pump out tens of millions of chips per day — first 300mm fab starts production after $60 billion investment

Texas Instruments has started producing 300mm wafers at its new Sherman, Texas mega-site, with the SM1 fab capable of outputting tens of millions of chips per day.

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Driven by demand for AI and HPC accelerators, sales of chip production equipment are projected to increase through 2027. Asian countries are expected to lead the pack, according to SEMI.

Rapidus explores panel-level packaging on glass substrates for next-generation processors — aggressive plan would help it leapfrog rivals

Rapidus plans to outline its early-stage work on panel-level packaging using 600 × 600 mm glass substrates at SEMICON Japan, highlighting an aggressive plan to leapfrog rivals by combining glass-core substrates and PLP for…